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CLBFX vs SQBIX
CLBFX vs SQBIX Comparison
Open Charts CLBFX vs SQBIX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
X-Square Balanced Fund, LLC Instl
Price$14.87
Change+$0.12 (+0.81%)
VolumeN/A
Net Assets75.99M
CLBFX vs SQBIX Comparison Chart in %
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CLBFX vs. SQBIX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and SQBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. SQBIX (76M). CLBFX pays higher dividends than SQBIX: CLBFX (1.94) vs SQBIX (1.62). CLBFX was incepted earlier than SQBIX: CLBFX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). CLBFX has a lower initial minimum investment than SQBIX: CLBFX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 12.45 vs. CLBFX (10.11). SQBIX return over 5 years is better than : 48.25 vs. CLBFX (42.70).
| CLBFX | SQBIX | CLBFX / SQBIX | |
| Total Expense Ratio | 0.67 | 2.39 | 28% |
| Annual Report Gross Expense Ratio | 0.67 | 2.39 | 28% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 11.495 | 9.214 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 76M | 340,789% |
| Annual Yield % from dividends | 1.94 | 1.62 | 120% |
| Returns for 1 year | 10.11 | 12.45 | 81% |
| Returns for 3 years | 41.65 | 44.63 | 93% |
| Returns for 5 years | 42.70 | 48.25 | 89% |
| Returns for 10 years | 92.18 | N/A | - |
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